In early trading today, A-Shares fluctuated and adjusted slightly. The gem index once fell below the integer level of 2800 points, and the Kechuang 50 index also fell below 1200 points.
On the disk, the data center, cloud computing, state-owned cloud, edge computing and other sectors with the concept of counting from the east to the West as the core led the increase, while the rare earth permanent magnet, building materials, insurance, new energy vehicles and other sectors led the decline. The net outflow of funds from Beishang was 2.231 billion yuan.
the concept of counting from the east to the West raises the limit tide again
Since the national development and Reform Commission and other departments announced last week that the "East West calculation" project has been officially launched, the concept stocks of East West calculation in the A-share market have continued to be hot, which can be called the first concept sector in the year of the tiger. In early trading this morning, the index of the sector once soared by more than 10% against the trend, which was no different for a time. All stocks in the sector rose, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Sichuan Xun You Network Technology Co.Ltd(300467) , Beijing Asiacom Information Technology Co.Ltd(301085) and other stocks rose by 20%, and more than 30 stocks such as Leon Technology Co.Ltd(300603) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Szzt Electronics Co.Ltd(002197) rose by 10%.
"Counting East and counting West" is an infrastructure construction project in the era of digital economy. Under the expectation of steady growth, the high investment of "counting East and counting West" will directly stimulate the construction of new infrastructure. Compared with large-scale infrastructure projects such as "South-to-North Water Transfer" and "west to East Gas Transmission", the total investment is high, and the construction of the two projects directly promotes the development of industries including steel, cement, electric power and water, and also promotes the development of upstream and downstream industrial chains and related industries, with obvious economic multiplier effect.
The investment volume of "counting from the east to the west" far exceeds that of "South-to-North Water Transfer" and "west to East Gas Transmission", which has a huge pulling effect on the upstream and downstream of the new infrastructure. In response to a reporter's question on the situation of "counting from the east to the west", the national development and Reform Commission said that so far, the scale of China's data center has reached 5 million standard racks and the computing power has reached 130 eflops (130 billion floating-point operations per second). With the comprehensive and continuous penetration of digital technology into all fields of economy and society, the demand for computing power in the whole society is still very urgent, and it is expected to grow rapidly at a rate of more than 20% every year.
ICT research shows that at present, the annual new investment scale of China's data centers is about 180-200 billion yuan. According to the estimates of relevant authoritative institutions and experts, the pulling effect of the "counting from the east to the west" project on relevant industries will reach 1:8.
According to the real-time statistics of the data, as of the press release, the net inflow of the main capital of the East digital West computing concept sector has exceeded 2 billion yuan, of which the net inflow of Szzt Electronics Co.Ltd(002197) main capital is 560 million yuan, Dawning Information Industry Co.Ltd(603019) net inflow is 293 million yuan, Beijing Vastdata Technology Co.Ltd(603138) net inflow is 217 million yuan, and China Greatwall Technology Group Co.Ltd(000066) , Shanghai Athub Co.Ltd(603881) , Wangsu Science & Technology Co.Ltd(300017) also received a net inflow of more than 100 million yuan.
Listed companies have also announced the layout of the project. Nova Technology Corporation Limited(300921) said on the interactive platform that the company has set up more than 60 business nodes in 36 cities across the country to help enterprises build professional "information superhighway". The vigorous promotion of the strategy of "counting from the east to the west" will have a positive impact on the company. Nova Technology Corporation Limited(300921) after opening high in the morning, the stock price rose rapidly, and the stock price approached the highest point in history (restoration of rights). China Mobile, Beijing Highlander Digital Technology Co.Ltd(300065) , Runjian Co.Ltd(002929) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) etc. announced the company's business related to Eastern digital computing and Western computing, and the stock price has performed well recently.
However, investors should also note that many stocks may only be conceptual speculation, Guangdong Advertising Group Co.Ltd(002400) , Wondershare Technology Group Co.Ltd(300624) , Wangsu Science & Technology Co.Ltd(300017) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , China Railway Prefabricated Construction Co.Ltd(300374) and so on have made it clear on the interactive platform that the company will not be involved in the business related to Eastern digital computing and Western computing for the time being. These stocks have risen by taking advantage of the speculation upsurge of the concept of counting from the east to the West. For example, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) has raised the limit for two consecutive words in recent days, Wangsu Science & Technology Co.Ltd(300017) also rose by more than 15% in intraday trading today.
Anxin Securities said that the "counting from the east to the west" project was officially launched, creating a good policy environment for the construction of China's computing infrastructure. It is suggested to pay attention to the industry leaders of IDC operators, ICT equipment, optical modules, optical devices, data center UPS, temperature control equipment and other segments. Mainly including: 1) IDC operators: Shanghai Athub Co.Ltd(603881) , Guangdong Aofei Data Technology Co.Ltd(300738) , Beijing Sinnet Technology Co.Ltd(300383) ; 2) ICT equipment: Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) etc; 3) Optical module optical devices: the computing power demand of the East digital West computing project is increasing, resulting in high demand for network equipment on the hardware side, such as Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Hebei Sinopack Electronic Technology Co.Ltd(003031) and so on; 4) Data center UPS: Kehua Data Co.Ltd(002335) , Shenzhen Kstar Science & Technology Co.Ltd(002518) etc; 5) Temperature control equipment: IDC liquid cooling equipment providers Shenzhen Envicool Technology Co.Ltd(002837) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) , etc.
Cansino Biologics Inc(688185) ah shares strengthen together
Last weekend, Cansino Biologics Inc(688185) 's recombinant New Coronavirus vaccine (type 5 adenovirus vector), named "Ke Wei Sha", was approved by the State Council joint defense joint control mechanism, becoming China's first COVID-19 vaccine approved for sequential immunization. At present, the National Health Commission has begun to deploy sequential immunization.
Sequential booster immunization refers to the use of vaccines with different technical routes from basic immunization. The vaccination program can improve the immune effect, enhance the body's immunity to the mutant strain, and enable the vaccinator to obtain a sustained immune response.
In addition, the news that the queen of England tested positive for covid-19 virus has attracted global attention. Earlier this month, Prince Charles tested positive for covid-19 virus, which is his second diagnosis of covid-19. Just a few days ago, he met his mother Elizabeth II. According to the epidemic data released by the British government, as of February 19, there were 34377 confirmed cases of covid-19 in the UK every day, with a cumulative diagnosis of more than 18.58 million cases; There were 128 new deaths, with a total of more than 160000 deaths.
Under the joint action of multiple factors, Cansino Biologics Inc(688185) ah was strongly sought after by the market today. A shares opened sharply higher in the morning, with the highest intraday rise of nearly 10%, and half day transactions were one day ahead of the whole day. H-share Cansino Biologics Inc(688185) biology once soared by more than 16% in the session, the share price hit a new high in more than a month, and the turnover also increased significantly.
According to the data on Cansino Biologics Inc(688185) official website, among the subjects who have completed two doses of inactivated vaccine for 4-8 months, covid-19 vaccine with different technical routes is homologous or sequential enhanced. The immune effect of covid-19 vaccine with Cansino Biologics Inc(688185) biological adenovirus vector is the strongest, and the neutralizing antibody level against the original strain is 7 times higher than that of recombinant protein vaccine. In addition, the results of this study showed that the enhanced immunization with kweisa could provide the strongest protection against Omicron mutant, and the level of neutralizing antibody was 6 times higher than that of inactivated vaccine and 3 times higher than that of recombinant protein vaccine.
More than ten countries such as Argentina, Pakistan, Kyrgyzstan, Mexico, Mexico, Pakistan, Mexico, Pakistan, Pakistan and other countries have been authorized to carry out large-scale vaccination, and have been approved by Argentina, Kyrgyzstan, Mexico, Mexico, Pakistan, Mexico, Mexico, Chile and other countries.
Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) 20% limit
Last night, it was announced that the chairman and legal representative were arrested, and the company may be delisted in case of negative assets. After the opening today, Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) quickly raised the limit after the opening shock.
Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) on the evening of February 20, it was announced that the company received a notice on February 18 that Guo Liuxi, the legal representative and chairman of the company, was taken compulsory measures by the public security organ according to law on suspicion of failing to disclose important information in violation of regulations, and the relevant matters remain to be further investigated by the public security organ.
Previously, Guo Liuxi was severely punished by the regulatory authorities for financial fraud. On August 13, 2021, the prior notice of administrative punishment and market prohibition issued by the CSRC to Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) shows that Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) has carried out long-term systematic fraud from 2015 to 2020. Guo Liuxi played a major role in the illegal acts involved. The time involved was long, the amount involved was particularly huge, and the illegal circumstances were particularly serious. The CSRC planned to take lifelong market access ban measures and impose a fine of 15 million yuan.
Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) on the night of February 18, an emergency meeting of the board of directors was held and agreed to remove Guo Liuxi from the post of chairman of the board of directors. Liu Miao, a resident director of Henan Agricultural Investment Financial Holding Co., Ltd. (hereinafter referred to as "Henan agricultural investment financial holding"), a state-owned shareholder, was replaced.
Fryer! The chairman of "man-made diamond king" has been banned from the market for life by compulsory measures, and the company faces delisting risk
